Michael Geitner is a Wealth Advisor at Vintage Wealth Advisors. He primarily handles business client's retirement plans such as 401ks and SIMPLE IRAs. Michael also specializes in employee equity compensation including Qualified and Non-Qualified Stock Options, Employee Stock Purchase Plans, 10b5-1 Plans, and Restricted Stock Units. With over 10 years' experience, he looks to enhance the client experience and add additional value to the clients of Vintage Wealth through the financial planning process. Michael is a CFP® professional, A CERTIFIED FINANCIAL PLANNER™ is a formal recognition of experience in the areas of financial planning, taxes, insurance, estate planning, and retirement planning. Owned and awarded by the Certified Financial Planning Board of Standards, Inc. the designation is awarded to individuals who successfully complete the CFP Board's rigorous exam, have a college degree, complete a College Level Financial Planning Course, and have passed background checks and continue ongoing annual education programs to sustain their skills and certification. Michael completed his Certificate in Financial Planning from the University of Miami. Michael has his Bachelor of Science degree with a major in Management from Menlo College. He holds his Series 6,7 and 63 through LPL Financial and his Series 65 through Financial Advocates Investment Management. Michael also has his California Life & Health Insurance License #0F17714. Michael is a Calistoga native. He is a member of Kiwanis Club of Napa. When not at Vintage Wealth, you can find him and his wife active at their church, maybe on the golf course, perhaps even fishing or hunting or perfecting his culinary skills on the barbeque at home with family, friends and their two cats, Pinky & Rajah.
Vintage Wealth Advisors is an independent, full-service financial planning firm committed to supporting the goals of individuals and business owners in the Napa Valley. As registered representatives of LPL Financial and Investment Advisor Representatives of Financial Advocates Investment Management, the team at Vintage Wealth Advisors provides fee-based advice and a wide array of services that include: comprehensive financial planning, proactive investment management, customized retirement strategies, estate planning, and insurance and annuities.
Grant Smith
I focus on developing comprehensive financial plans with individuals and families to produce strategies geared toward achieving both short and long term goals. I have refined a six step process that enables us to collaborate together to devise a tailored strategy unique to your individual financial scenario. Once your financial plan is implemented, your portfolio will be monitored on an ongoing basis to ensure you are on track. Both financial plans and your life are fluid and ever changing. With your input, your portfolio will be adjusted in accordance to any changes you may experience over time. My ambition is to demystify financial planning and investment allocation through proactive collaboration with you as your plan is put into action, with the ultimate objective of reducing stress along the way.
Central themes include retirement planning, college and estate planning, and how each facet of an individual’s larger financial picture translates to investment advice considering time horizon and risk tolerance.
I am an alumnus of Oregon State University, and hold FINRA’s Series 7 registration through LPL Financial and Series 66 registration through both LPL Financial and Financial Advocates Investment Management, as well as the California State Insurance License."
General Information |
| Firm Start Year: | 2015 | |
| No.of Employees: | 5-9 | |
| Insurance License#: | CA Insurance Lic. # 0F17714 |
| Name of Broker/Dealer: | LPL Financial |
| Name of Custodial Firm: | LPL Financial |
| States Licensed in: | CA, OR |
| Number of Years with Current Firm: | 3 |
| Work with the following types of clients: | Investment Clubs, Non-Profit Organizations, Individual Investors, Businesses |
| Advisory Services Provided: | Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning |
Services |
| Investment Types: | Insurance, Mutual Funds, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Via Phone, Our Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Long Term Care, Life, Health, Annuity, Disability, Variable Life |
Compensation and Fees |
| Fee Structure: | Fee-Based |
Education |
| Bachelor of Science - Management |
Menlo College - Atherton, CA
08/01/2002-12/31/2005 |
Faqs |
What is your approach to financial planning?At Vintage Wealth Advisors, our goal is to design a financial plan that addresses each clients specific financial needs, in the present and for the future. Our extensive development process for financial plans help ensure that clients financial objectives will be clearly defined, appropriate strategies will be identified and implemented, and the plan will coordinate with all areas of a clients financial life. A clients financial plan is one of the most critical resources to begin working towards a financially independent future. Our team has developed a comprehensive and streamlined process for identifying clients goals and putting them on a path for success. Our team develops holistic financial plans, providing clients with the knowledge that their financial life is being addressed in its entirety. Our customized strategies allow clients to make proactive, informed decisions and to approach their finances with confidence. |
Disclosures |
| https://www.finra.org https://www.sipc.org |
Disclaimer |
| The Financial Consultants at Vintage Wealth Advisors are registered representatives with, and securities offered through, LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Vintage Wealth Advisors, a registered investment advisor. Financial Advocates Investment Management, Vintage Wealth Advisors, and LPL Financial are separate entities. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ CA CO DC FL IA ID IN KS MT NC NM NV OR TX VA WA TN |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
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Mon. | 8:00 AM - 4:30 PM |
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Tue. | 8:00 AM - 4:30 PM |
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Wed. | 8:00 AM - 4:30 PM |
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Thu. | 8:00 AM - 4:30 PM |
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Fri. | 8:00 AM - 4:00 PM |
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